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尋找指南、技巧和常見問題解答，充分利用AB。按主題瀏覽或搜尋您需要的內容。
CRM Settings
Everything you can configure in the CRM Settings page — automation enable/disable, mail provider, shared mailbox vs user principal, daily email cap, Teams notification channel, and HTML email templates with placeholders.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
Opportunities
An Opportunity is a specific deal — an amount, a close date, and a stage. Attached to a Customer (or sometimes a Lead). Tracks the money side of the relationship.
Contacts
A Contact is a person attached to either a Customer or a Lead in AB Sales Management Service. One parent can carry multiple contacts — the buyer, the technical reviewer, the decision-maker.
Customers
A Customer is an established account in AB Sales Management Service — typically promoted from a qualified Lead. Customers can carry multiple Contacts and Opportunities.
AB Sales Management Service: Overview
AB Sales Management Service is the CRM side of AB Projects — leads, contacts, opportunities, customers, and an Agent that automates research and outreach. Lives in the same workspace, shares the same Microsoft Teams integration.